Corient Private Wealth LLC

Position in PAG — Penske Automotive Group, Inc.

CIK 1948780 MIAMI, FL

Position in PAG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,632,758

-$197,865 QoQ

Shares Held

10,920

-5.6% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 77% Shared 13% None 10%

Consumer Cyclical · as of Mar 31, 2026

Corient Private Wealth LLC holds $17,892,251 across 12 Auto & Truck Dealerships names. PAG ranks #5 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AN	Autonation, Inc.	21,848	$4,266,039
2	DRVN	Driven Brands Holdings Inc.	193,018	$2,433,956
3	KMX	Carmax Inc	56,325	$2,341,993
4	CVNA	Carvana Co.	6,136	$1,929,034
5	PAG	Penske Automotive Group, Inc. This page	10,920	$1,632,758
6	ACVA	ACV Auctions Inc.	274,780	$1,165,067
7	VVV	Valvoline Inc	32,214	$1,084,967
8	OPLN	OPENLANE, Inc.	30,876	$900,035

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,632,758	10,920	-5.6%	Shares	Other	2026-05-15
2025-12-31	$1,830,623	11,565	+9.9%	Shares	Sole	2026-03-09
2025-09-30	$1,829,358	10,519	-3.9%	Shares	Other	2025-11-14
2025-06-30	$1,880,630	10,946	+6.1%	Shares	Other	2025-09-26
2025-03-31	$1,486,015	10,321	+3.0%	Shares	Defined	2025-05-14
2024-12-31	$1,526,838	10,016	-2.1%	Shares	Other	2025-02-10
2024-09-30	$1,661,718	10,231	-7.2%	Shares	Other	2024-11-12
2024-06-30	$1,642,796	11,024	-26.6%	Shares	Other	2024-08-13
2024-03-31	$2,431,793	15,012	-8.5%	Shares	Sole	2024-05-09
2023-12-31	$2,633,647	16,408	-2.9%	Shares	Sole	2024-02-09
2023-09-30	$2,823,982	16,904	-0.6%	Shares	Other	2023-11-03
2023-06-30	$2,832,542	16,999	-38.4%	Shares	Other	2023-08-10
2023-03-31	$3,913,246	27,595	-1.9%	Shares	Other	2023-05-15
2022-12-31	$3,234,474	28,143	—	Shares	Other	2023-02-15
No filing history on record for this holder in this stock.